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General Settings
General Settings
General settings of QuoteMachine
+2
73 articles in this collection
Written by
JD,
Tom Burnatowski,
Anna Brundage
and 2 others
Setting up taxes
How to set up taxes rates in QuoteMachine
Written by
Romy Marinus
Updated over a week ago
Collecting Late Fees in QuoteMachine
Here is a quick guide on how to collect late fees on overdue invoices.
Written by
Kadija Allagouma
Updated over a week ago
Printing in QuoteMachine
All about printing your documents in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Downloading a PDF version of your document
Written by
Tom Burnatowski
Updated over a week ago
Automatic Reminders for Unpaid Invoices
How to set up automatic reminders for unpaid invoices
Written by
Romy Marinus
Updated over a week ago
Change taxes in tax-inclusive accounts
How to use the tax functions for tax inclusive accounts
Written by
Romy Marinus
Updated over a week ago
Setting Restrictions on Order Forms (formerly Price Lists)
limit quantity, customer type, and more.
Written by
Tom Burnatowski
Updated over a week ago
Create a contract document from quote
How to add additional contractual details to a quote
Written by
Anna Brundage
Updated over a week ago
Manage your QuoteMachine subscription
How to update your payment method and access your invoices
Written by
Anna Brundage
Updated over a week ago
Cancelling an Order
Written by
Tom Burnatowski
Updated over a week ago
How to use Zapier with QuoteMachine
Connect QuoteMachine to hundreds of other apps with Zapier
Written by
JD
Updated over a week ago
Connecting with Kangaroo rewards
How to Connect & use Kangaroo rewards integration with QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Attaching PDFs to account statements
How to to attach PDFs to your account statements
Written by
Tom Burnatowski
Updated over a week ago
Automatic update of order status
How to set order statuses to change automatically when items are invoiced or checked-in
Written by
Anna Brundage
Updated over a week ago
How to add your tax numbers
Add details to the tax line on your documents
Written by
JD
Updated over a week ago
Collecting a Payment from an Order
How to receive a payment directly from a sales order
Written by
Anna Brundage
Updated over a week ago
Connect QuoteMachine to your own email account
How to connect your email to QuoteMachine to send mail and access calendars.
Written by
Anna Brundage
Updated over a week ago
Connect with Zendesk Sell
How to connect QuoteMachine and Zendesk Sell together
Written by
JD
Updated over a week ago
How to display the location or account email address in the Contact & Document details section
Setting the seller's email displayed in the quotes, invoices and other documents
Written by
Anna Brundage
Updated over a week ago
Using Order Forms (formerly Price Lists) for Event Registration
Order Forms can be used in many ways
Written by
Tom Burnatowski
Updated over a week ago
How to delete a deposit from a quote
Delete a payment from a quote and convert it to a credit memo
Written by
Anna Brundage
Updated over a week ago
Creating a Return in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Entering Tax by Line Item
QuoteMachine lets you enter a different tax per line item
Written by
Tom Burnatowski
Updated over a week ago
Expiration dates on Quotes
Let your customers know when their quote expires!
Written by
Tom Burnatowski
Updated over a week ago
Using Merge & Custom Fields
Merge fields allow you to input information into your QuoteMachine documents
Written by
Tom Burnatowski
Updated over a week ago
Order Forms ( formerly Price List) in QuoteMachine
Use an order form to showcase and sell your products online
Written by
Tom Burnatowski
Updated over a week ago
Getting Started
Quick start on QuoteMachine
How to set up your account and send your first quotation
Written by
JD
Updated over a week ago
Adding a Quote template to your Dashboard V2
Use a quote clone to quickly send common quotes
Written by
Tom Burnatowski
Updated over a week ago
Account Settings
Change your password
How to replace your password with a new one
Written by
JD
Updated over a week ago
Setting up user permissions
How to setup permission groups
Written by
Anna Brundage
Updated over a week ago
Recover your password
Simple steps to get you back in to your account if you've lost your password
Written by
Tom Burnatowski
Updated over a week ago
Multicurrency
How to sell in multiple currencies
Written by
JD
Updated over a week ago
Customizable Payment Types in QuoteMachine
Correctly record the exact payment type you received
Written by
Tom Burnatowski
Updated over a week ago
Integrated Payments
Activate the integration with Stripe Payments
Connect your Stripe account to QuoteMachine and start accepting payments
Written by
JD
Updated over a week ago
Connecting your Stripe Integration
Existing Stripe users also need to reconnect their Stripe accounts to complete the update.
Written by
Tom Burnatowski
Updated over a week ago
ACH setup with Stripe
How to set up ACH and troubleshoot errors
Written by
Romy Marinus
Updated over a week ago
Setting up ACH Payments
A new way to get paid in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Saving a new card on file without capturing payment.
QuoteMachine allows to add a credit card to a contacts information at any point.
Written by
Tom Burnatowski
Updated over a week ago
Save a credit card on file while capturing payment
How to save a credit card securely to automate payments
Written by
JD
Updated over a week ago
Use credit card on file
How to take a payment using a card saved on file
Written by
JD
Updated over a week ago
Template Design and Customization
Taking an E-Signature in QuoteMachine
How to get signatures from your customers
Written by
Tom Burnatowski
Updated over a week ago
Changing your Font & Color Scheme
Personalize your documents and stay on brand.
Written by
Tom Burnatowski
Updated over a week ago
Creating & Editing Document templates
How to edit and personalize your document templates in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Background image on proposals
How to use a background image with your documents
Written by
JD
Updated over a week ago
Hide QuoteMachine logo from emails and documents
How to remove the "Get started" message from emails and the bottom of your documents.
Written by
JD
Updated over a week ago
Custom order statuses
Create your own order statuses
Written by
JD
Updated over a week ago
Remove a customer’s email from a template
How to hide a customer’s email from a quote, order or invoice template
Written by
Anna Brundage
Updated over a week ago
Custom Fields on documents
Create a custom form for your customers to enter in their own information.
Written by
Tom Burnatowski
Updated over a week ago
Custom Fields
Custom Fields are a great way to customize your QuoteMachine experience.
Written by
Tom Burnatowski
Updated over a week ago
Variable fields in emails
How to personalize emails with merge fields
Written by
JD
Updated over a week ago
Using the Custom Pricing Table
Use a custom pricing table in your QuoteMachine documents
Written by
Tom Burnatowski
Updated over a week ago
Adding ageing reports into documents
How to add ageing reports into your invoices and account statements
Written by
Tom Burnatowski
Updated over a week ago
Display a deposit on a quote
How to show a deposit or pre-payment requirement on a Quote
Written by
JD
Updated over a week ago
Display account statements within invoices
How to include a list of every credit memos available, outstanding and overdue invoices into your documents.
Written by
JD
Updated over a week ago
Insert video in proposal template
How to use videos in your proposals
Written by
JD
Updated over a week ago
Calendar and Scheduling features
Adding an event to a calendar
How to add an event to a calendar from any document in QuoteMachine
Written by
Anna Brundage
Updated over a week ago
Link a calendar event to a group in the pricing table
How to link calendar events to groups in your pricing tables
Written by
Romy Marinus
Updated over a week ago
Setting up a calendar in QuoteMachine
How to create a calendar for scheduling pages and events
Written by
Anna Brundage
Updated over a week ago
Creating a "round robin" scheduling page
How to pool availability from all your team members into one scheduling page
Written by
Anna Brundage
Updated over a week ago
Creating Scheduling Pages in QuoteMachine
How to create scheduling pages and send them to your customers
Written by
Anna Brundage
Updated over a week ago
Introducing Scheduling Pages
How QuoteMachine's scheduling page feature can help you manage your business
Written by
Anna Brundage
Updated over a week ago
How to send a scheduling page from a quote, invoice or order
Learn how to configure your scheduling pages to be available from quotes, invoices and orders
Written by
Anna Brundage
Updated over a week ago
Shipping Management
How to edit the shipping address of a document
Changing the shipping address on a quote or invoice
Written by
Anna Brundage
Updated over a week ago
How to create a packing slip
Creating a pick and pack slip
Written by
Anna Brundage
Updated over a week ago
Display shipping address on a document template
How to add a customer shipping address to a quote
Written by
Anna Brundage
Updated over a week ago
Add a shipping address to a customer contact profile
Adding a shipping address that differs from the customer billing address
Written by
Anna Brundage
Updated over a week ago
Emails, SMS and Notifications
Email Notification Settings
Control what email notifications you receive
Written by
Tom Burnatowski
Updated over a week ago
Reconnecting your Email integration
How to disconnect and reconnect your email integration
Written by
Tom Burnatowski
Updated over a week ago
SMS Feature
How to use QuoteMachine's SMS feature
Written by
Romy Marinus
Updated over a week ago
How to use your own email servers to send emails
How to customize the sender email address
Written by
JD
Updated over a week ago
Resending a QuoteMachine document
how to resend quotes, order, invoices
Written by
Tom Burnatowski
Updated over a week ago
Send a document to several recipients
How to send an email to several contacts
Written by
JD
Updated over a week ago
Has the customer received my email?
How to ensure your emails are read and what to do when they are not.
Written by
JD
Updated over a week ago